Investing General Discussion

Sanrith Descartes

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People will use the easiest search available to them and expect it to work. Googles play is android and apples play is iOS search. I think both of those may end up too limited. Shit like grok and ChatGPT are also probably not what wins either though imo unless their AI’s stay head and shoulders above the others. What wins is meta or TikTok ai imo because users are already in those apps for other reasons and just prefer to stay in them to search shit or ask random questions.

corporate ai is going to end up as a branded software as a service fast. Some big4 will have a sub for any accounting question. Law firms will have one for legal questions, epic will make one for medical. Etc. it will go that way and away from ChatGPT because companies will want the legitimacy that asking a branded ai offers even if it isn’t actually better than ChatGPT.
You mean like a branded PLTR AI? The company governments trusts with their data?
 

TJT

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The Fed market is a big deal. My company is going through FEDRAMP right now because fed contracts for SAAS software is the gold mine of gold mines. PLTR is going to be bailing money.

For those unaware of how much resources are spent on it. Most companies with big fed exposure in IT have a company within a company that has all of its own infrastructure solely to manage the FED stuff. We are no different. AWS for example has its entire Fed division and also secret/top secret/etc levels of infrastructure scaled to serve the entire fed.
 
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TomServo

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The Fed market is a big deal. My company is going through FEDRAMP right now because fed contracts for SAAS software is the gold mine of gold mines. PLTR is going to be bailing money.

For those unaware of how much resources are spent on it. Most companies with big fed exposure in IT have a company within a company that has all of its own infrastructure solely to manage the FED stuff. We are no different. AWS for example has its entire Fed division and also secret/top secret/etc levels of infrastructure scaled to serve the entire fed.
fedramp is a beast. no doubt
 

Rangoth

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I still have until July, but I may have to cut my TSLA puts for a 20% loss if things don't reverse lol I know I know...never bet against TSLA, but every single piece of news coming out is bad.

Chief of India leaves as they enter market, FSD not working, sales down across every market, elon effect(not getting political but it is a thing) and yet +17.00$ today and 150+ p/e. I know everyone says its the long term bet on robotics and basically being one of those companies from the movies that runs the entire world, but I would have thought it would settle until this chaos ends.

Today it had a big pop over the 200DMA, but it's still under the 100DMA. Maybe this a brief hop up, but if it stays in between the 100-200 channel for a few days or more I'll bail /sadpanda
 
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Sanrith Descartes

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I still have until July, but I may have to cut my TSLA puts for a 20% loss if things don't reverse lol I know I know...never bet against TSLA, but every single piece of news coming out is bad.

Chief of India leaves as they enter market, FSD not working, sales down across every market, elon effect(not getting political but it is a thing) and yet +17.00$ today and 150+ p/e. I know everyone says its the long term bet on robotics and basically being one of those companies from the movies that runs the entire world, but I would have thought it would settle until this chaos ends.

Today it had a big pop over the 200DMA, but it's still under the 100DMA. Maybe this a brief hop up, but if it stays in between the 100-200 channel for a few days or more I'll bail /sadpanda
TSLA finished the day right under $300. This is the highest its been since the March flushout. If we can avoid any shitty macro news (unlikely I agree) it can make a run from here.